Job Posting

Become an Essential Part of Our Team as an Annuity Case Manager!

 

Are you eager to make a meaningful impact in the world of Annuity Administration? As an Annuity Case Manager, you will be pivotal in ensuring the seamless and efficient processing of annuity applications. Your efforts will help us finalize sales and exceed our clients’ expectations.

 

What You’ll Do:

Review and Evaluate: Dive into new business annuity applications (IRA, Roth IRA, 401(k)) with a keen eye for detail, ensuring all packets, disclosures, and rider applications are in order. Identify and Follow-Up: Spot any missing or required items and take proactive steps to address them before processing. Manage Regulations: Oversee the regulation (60) process for New York applications, ensuring compliance and accuracy. Assess Financial Risk: Evaluate incoming annuity applications to determine their suitability as a financial risk. Communicate and Resolve: Engage with agents to provide solutions for escalated matters, ensuring a smooth process. Manage Workflow: Efficiently handle a queue system workflow, consistently meeting or exceeding daily goals. Maintain Confidentiality: Uphold the highest level of confidentiality in all your tasks.

 

Qualifications:

Education: High school diploma. Experience: Proven experience in insurance, clerical/office work, customer service, finance, processing, and customer service. Skills: A master multitasker who can stay organized and focused, even when juggling multiple tasks that require your undivided attention.

Ready to take the next step in your career as an Annuity Case Manager? Apply now and become a vital part of our team!